Software Dev for FinTech Advisement Company
Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
Introductory information
A fast induction on the buyer’s organisation
I’m the co-establisher of a FinTech organisation. We educe technology for the financial advice sector.
Desired goal
What challenge were you trying to address with Netguru?
Currently, the interactions between financial advisors and clients are traditionally done in personal. Advisors visit clients at their home to debate objectives and make programs. Face-to-face meetings are plainly very fruitful, however, they’re also time-consuming and valuable. We wanted to create a software solution that compliments those in-personal meetings, but also provides a channel for digital interactions. We had a clear idea of our value statement and the features we wanted on the platform, but we needed a vendor to create it.
Provided solution
What particular tasks were Netguru responsible for?
Netguru flew their project director and a few designers from Poland for a kick-off session with our team. We leading debateed the tenor of the project and the business challenges we were looking to explain. Then, we granted them with a specific set of requests and some initial designs. After they reviewed that information, they shared their feedback, and we collaborated on a terminal program for the software.
Once we agreed on the designs, their team made some terminal adjustments precedently handing them over to the educement team. The educeers seted by edifice the core platform and the basic functionalities. Since then, we’ve brought on more educeers to work on creating and implementing the rest of the features fastly and efficiently.
It’s an ongoing project, but the artistic fruit will facilitate interactions between financial advisors and their clients.
Was there a dedicated team?
I interface with Netguru’s total team on a daily basis.
How did you come to work with Netguru?
We ran a pliant procurement set where we touched almost six different agencies. We shared the same request with each vendor and analyzed their responses. Some companies seemed to be more focused on marketing rather than engineering, so we ruled them out. Our mental associate needed to not only have experience in design and marketing but also prove the cleverness to vanquish intricate technical challenges. Ultimately, we chose Netguru owing they proposeed a balanced experienceset for a reasonable cost, and they’re in a nearby time zone.
What is the terminal result of working with Netguru?
We seted working with them in November 2017, and the project is ongoing.
Results achieved
Are there any measureable or plum results?
We haven’t launched yet. They’ve educeed a high-level MVP, but we want to add more features precedently we present the solution to the market.
How did Netguru accomplish from a project treatment standpoint?
The Netguru team is interactive and answering. They pursue more of an nimble access. We have weekly programning meetings see Monday morning where they share the work they completed in the antecedent week and programt what they’ll liberate at the next meeting. Every resource on their team actively extendes out whenever they have a question almost the aim, features, programs, or any other front of the project. It’s been a very interactive collaboration.
I was heavily implicated in the day-to-day treatment in the commencement, but they’ve since establish their rhythm. I pulled back a bit, which was very helpful. Now, I can allocate my time to other significant sets and leave the technical details to them, shrewd that they’d touch me whenever certain.
What is (from your point of view) the key factor to pay observation while intercourse with Netguru?
They propose a good quality-to-cost ratio, which led us to select them as a associate in the leading locate. Additionally, they’re fun to work with and access their work with a can-do posture. At this point, I’ve educeed a good working relationship with their educeers. If I extend out to them with an effect, suggestion, or questions, they do the appropriate investigation and come back with a thought-out response. Even though we don’t see each other on a daily basis, they feel like part of our inner team.
What fronts of their work would you like to get improved?
Sometimes, I feel that the project treatment is more focused on personal liberateables rather than the project as a total. Usually, I have to access them with what I ponder we need to do, and they help me mark the next steps from there. Though, I’ve never built a technology-based business precedently, so they have a lot more expertise in that field. I’d like them to be a bit more proactive and come to me with suggestions for how we should handle the fruition process.
Any advice for possible clients?
I ponder seting with a pliant team from Netguru worked very well. We settled into a workflow with three educeers and a few designers and scaled the team once we establish our rhythm and had the core platform up and running. The new resources increased our capabilities and helped us educe new features fastly, but I ponder it would’ve been a pliant hasty to set with a big team. I commend other clients attend seting the engagement with just a few resources to get a feel for the relationship.
